Southernsun Asset Management

Southernsun Asset Management as of Dec. 31, 2014

Portfolio Holdings for Southernsun Asset Management

Southernsun Asset Management holds 40 positions in its portfolio as reported in the December 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Darling International (DAR) 5.6 $287M 16M 18.16
Centene Corporation (CNC) 5.5 $285M 2.7M 103.85
AGCO Corporation (AGCO) 5.4 $276M 6.1M 45.20
Clean Harbors (CLH) 4.3 $224M 4.7M 48.05
Chicago Bridge & Iron Company 4.3 $223M 5.3M 41.98
Thor Industries (THO) 3.9 $202M 3.6M 55.87
Trinity Industries (TRN) 3.8 $194M 6.9M 28.01
Broadridge Financial Solutions (BR) 3.7 $192M 4.2M 46.18
Newfield Exploration 3.5 $177M 6.5M 27.12
Western Union Company (WU) 3.4 $174M 9.7M 17.91
IDEX Corporation (IEX) 3.4 $172M 2.2M 77.84
Hanesbrands (HBI) 3.3 $168M 1.5M 111.62
Timken Company (TKR) 3.2 $163M 3.8M 42.68
MeadWestva 2.9 $148M 3.3M 44.39
Adt 2.9 $148M 4.1M 36.23
Iconix Brand 2.8 $144M 4.3M 33.79
Diebold Incorporated 2.7 $141M 4.1M 34.64
Flowserve Corporation (FLS) 2.7 $139M 2.3M 59.83
Hill-Rom Holdings 2.6 $133M 2.9M 45.62
CARBO Ceramics 2.5 $128M 3.2M 40.05
Oge Energy Corp (OGE) 2.5 $126M 3.6M 35.48
Tidewater 2.4 $121M 3.7M 32.41
Polaris Industries (PII) 2.3 $121M 797k 151.24
Brink's Company (BCO) 2.3 $119M 4.9M 24.41
Sanderson Farms 2.0 $101M 1.2M 84.02
Murphy Usa (MUSA) 1.9 $100M 1.5M 68.86
Nordson Corporation (NDSN) 1.9 $95M 1.2M 77.96
Fresh Market 1.7 $86M 2.1M 41.20
AmSurg 1.6 $84M 1.5M 54.73
Columbia Sportswear Company (COLM) 1.6 $82M 1.8M 44.54
Koppers Holdings (KOP) 1.4 $73M 2.8M 25.98
Intrepid Potash 1.4 $73M 5.2M 13.88
Pentair cs (PNR) 1.2 $64M 968k 66.42
Middleby Corporation (MIDD) 0.9 $44M 447k 99.10
Walter Investment Management 0.9 $44M 2.7M 16.51
SPDR S&P MidCap 400 ETF (MDY) 0.6 $30M 115k 263.97
Aegion 0.5 $28M 1.5M 18.61
Timkensteel (TMST) 0.3 $17M 451k 37.03
iShares Russell 2000 Index (IWM) 0.3 $13M 111k 119.62
iShares Russell 2000 Value Index (IWN) 0.0 $295k 2.9k 101.72